T. Rowe Price brings research-backed equity strategy to market

Active global equities specialist, T. Rowe Price, has brought its flagship actively managed, research-backed global equity strategy to the Australian market.

The strategy leverages the collective experience of the firm’s Structured Research Equity strategies (SRS) and its portfolio management team and the might of its global research platform, to offer Australian investors a diversified global equities opportunity.

The parent strategy typically holds approximately 750 to 1,000 stocks based on the stock selection processes utilised by 70 global analysts, grounded in expertise and research. The Australian subsidiary, launched in both hedged and unhedged Australian Unit Trust products, seeks to generate consistent returns throughout the market cycle and is designed in alignment with the MSCI All Country World ex Australia Net Index.

According to the investment manager, the strategy also seeks to “offer a low tracking error alternative to passive equity allocations, providing benchmark-like volatility and risk characteristics with the added opportunity for long-term capital appreciation”.

“With a track record of actively investing in the stock market spanning over eight decades, T. Rowe Price has an unparalleled understanding of industries and companies,” Darren Hall, Head of Australia and New Zealand, T. Rowe Price, said.

“We pride ourselves on our bottom-up fundamental research, so it is extremely pleasing to offer Australian investors access to a portfolio that harnesses the best of what we do.

“The Global Structured Research Equity Strategy complements our existing global equity strategies by offering investors a differentiated solution — one that combines the benefits of a benchmark-oriented portfolio with the deep insights and stock-picking expertise of our experienced analysts.

“This enables us to address a broader range of investor preferences and objectives as part of our comprehensive global equities offering.”